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雲端運算

雲端運算出租伺服器、儲存空間和軟體,而不是販售硬體讓客戶在自家場所運行。它將科技支出從資本專案轉變為每月帳單,而託管這些服務的平台也已成為不可或缺的基礎設施。

64檔股票

# 名稱 持股 交易金額 主題
股票
投資組合
占比
狀態
226
D1 Capital Partners
D1 Capital Partners
New York
US$21.6億 +US$7208萬 3 13.02% 增持
227
Gilder Gagnon Howe & Co
Gilder Gagnon Howe & Co
New York
US$20.9億 -US$1537萬 12 11.89% 減碼
228
American International Group
American International Group
New York
US$20.9億 +US$4914萬 26 10.43% 增持
229
Rockefeller Capital Management
Rockefeller Capital Management
New York
US$20.6億 +US$2878萬 28 9.61% 增持
230
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$20.4億 -US$3272萬 18 11.47% 減碼
231
Osaic Holdings
Osaic Holdings
Arizona
US$20.4億 -US$2168萬 40 3.86% 減碼
232
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
US$19.9億 +US$4953萬 15 10.41% 增持
233
Jensen Investment Management
Jensen Investment Management
Oregon
US$19.4億 -US$9720萬 3 13.64% 減碼
234
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$19.4億 -US$1.62億 4 6.1% 減碼
235
Third Point
Third Point
New York
US$19.4億 +US$1.71億 3 13.51% 增持
236
Two Sigma Investments
Two Sigma Investments
New York
US$18.6億 +US$6.85億 26 3.97% 增持
237
Candriam SCA
Candriam SCA
Luxembourg
US$18.5億 +US$5555萬 14 11.81% 增持
238
AIM
Allen Investment Management
New York
US$18.4億 -US$443萬 13 23.06% 減碼
239
LSV Asset Management
LSV Asset Management
Illinois
US$18.4億 +US$9799萬 11 3.26% 增持
240
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
US$18.2億 -US$4.17億 3 14.36% 減碼
241
SCGE Management
SCGE Management
California
US$18億 -US$1.46億 4 20.4% 減碼
242
Westfield Capital Management
Westfield Capital Management
Massachusetts
US$17.9億 +US$4541萬 9 10.65% 增持
243
Apollo Management Holdings
Apollo Management Holdings
New York
US$17.5億 +US$564萬 2 7.62% 增持
244
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
US$17.5億 -US$5435萬 7 8.16% 減碼
245
Mairs & Power Inc
Mairs & Power Inc
Minnesota
US$17.4億 +US$952萬 6 16.14% 增持
246
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
US$17.3億 +US$2.98億 4 23.51% 增持
247
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
US$17.3億 +US$1256萬 17 11.77% 增持
248
Arizona State Retirement System
Arizona State Retirement System
Arizona
US$17億 -US$3002萬 25 12.93% 減碼
249
Glenmede Trust
Glenmede Trust
Pennsylvania
US$16.9億 -US$1828萬 17 8.04% 減碼
250
Troy Asset Management
Troy Asset Management
United Kingdom
US$16.9億 -US$3623萬 2 29.51% 減碼